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Document and data automationStop typing documents into systems.
Invoices, purchase orders, delivery notes, claims, intake forms. If a person reads it and types it somewhere, it is a candidate for automation, with checks built in.
How a document moves
- Confidence thresholds set per field
- Validation against your master data (supplier, part, PO, employee)
- Low-confidence items go to a person, not into your system
- Regular sample audits of automatic postings
- Every field traceable to its source page
Documents by team
| Team | Documents | Where the data goes |
|---|---|---|
| Finance | Invoices, statements, remittances | ERP or accounting system |
| Operations | Purchase orders, delivery notes, packing lists | ERP, WMS, TMS |
| HR | Offer letters, forms, certificates | HR system |
| Quality and compliance | Inspection reports, certificates, audit records | Quality system or document store |
Example engagements
Illustrative examples, not client results.
Illustrative example
Logistics: Freight invoice and proof of delivery matching
50 to 75% estimated less handling time
See the walkthrough Illustrative exampleHealthcare: Prior authorization paperwork
30 to 55% estimated less handling time
See the walkthrough Illustrative exampleAutomotive: Supplier PPAP document review
30 to 50% estimated less handling time
See the walkthroughQuestions
What about handwriting and poor scans?
We test on a sample of your real documents during the assessment and tell you what share can be handled automatically before you commit.
Where are documents stored?
Storage location and retention are agreed with you during scoping. Our starting proposal is your own environment.